Mission Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Mission Wealth Management’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$810K	Buy	15,401 +3,485	+29%	+$183K	0.01%	540
2026 Q1	$622K	Sell	11,916 -265	-2%	-$14K	0.01%	428
2025 Q4	$638K	Sell	12,181 -2,634	-18%	-$138K	0.01%	434
2025 Q3	$775K	Buy	+14,815	New	+$763K	0.02%	385
2024 Q2	–	Sell	-6,933	Closed	-$364K	–	714
2024 Q1	$364K	Buy	+6,933	New	+$364K	0.01%	512

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mission Wealth Management's MUNI Position: Q2 2026 in Review

Mission Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 29% in Q2 2026, buying an estimated $183K and bringing the position to 15,401 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #540.

Mission Wealth Management first reported a position in MUNI in Q1 2024 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Mission Wealth Management held 15,401 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $810K as of Q2 2026.
Mission Wealth Management bought 3,485 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $183K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #540 holding.
Mission Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 5 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.